2024-01-15T09:20:01-06:00 2023-06-30 621199757 LBMC PC 2095 LAKESIDE CENTRE WAY SUITE 220 KNOXVILLE TN 37922 990 2022-07-01 620809589 SENIOR CITIZENS HOME ASSISTANCE SERVICE INC SENI 8655232920 PO BOX 3025 KNOXVILLE TN 37927 ADA SHANNON CHIEF FINANCIAL OFFICER 8655232920 2023-12-18 1 ADA SHANNON 999009999 0 AMANDA P HENSLEY CPA P01524172 8656919000 2023-12-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ADA SHANNON PO BOX 3025 KNOXVILLE TN 37927 4674787 0 X WWW.SCHAS.ORG X 1970 TN IMPROVING THE QUALITY OF LIFE FOR THE ELDERLY, PERSONS WITH DISABILITIES, AND THEIR CAREGIVERS BY PROVIDING ACCESSIBLE CARE AND SUPPORTIVE SERVICES THROUGH COMPASSIONATE PERSONNEL. X 22 22 349 11 0 0 570606 604206 4460043 4228834 16808 33227 -1755999 -231927 3291458 4634340 0 0 0 0 4550893 4472627 0 0 70864 972791 1237148 5523684 5709775 -2232226 -1075435 5472283 2620700 2904064 1093253 2568219 1527447 IMPROVING THE QUALITY OF LIFE FOR THE ELDERLY, PERSONS WITH DISABILITIES, AND THEIR CAREGIVERS BY PROVIDING ACCESSIBLE CARE AND SUPPORTIVE SERVICES THROUGH COMPASSIONATE PERSONNEL. 0 0 4484705 3953431 TO PROVIDE TRAINED HOME CAREGIVERS FOR THE SENIOR CITIZENS OF KNOX AND SURROUNDING COUNTIES. THE AGENCY OFFERS A SLIDING SCALE FEE SYSTEM SO THAT EVERYONE CAN AFFORD TO RECEIVE THE HOMEMAKER, PERSONAL CARE, AND TRANSPORTATION SERVICES. 98207 101340 SCHAS CLAIBORNE IS AN INDEPENDENT LIVING FACILITY LOCATED IN TAZEWELL, TENNESSEE THAT IS COMMITTED TO ENRICHING THE QUALITY OF LIFE FOR LOW INCOME SENIOR ADULTS. 4582912 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 17 0 1 349 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X ADA SHANNON 8658244316 PO BOX 3025 KNOXVILLE TN 37927 KAREN L MASSEY DIRECTOR 0.50 X 0 0 0 ERIC EBBERT DIRECTOR 0.50 X 0 0 0 ERIN HARLOW DIRECTOR 0.50 X 0 0 0 WILLIAM L COOPER III DIRECTOR 0.50 X 0 0 0 WILLIAM P MCGLOTHIN VICE CHAIRPERSON 0.50 X X 0 0 0 LARA OWENS DIRECTOR 0.50 X 0 0 0 ANDY SHAFER DIRECTOR 0.50 X 0 0 0 RICHARD TUMBLIN DIRECTOR 0.50 X 0 0 0 BRADLEY WHITE DIRECTOR 0.50 X 0 0 0 LEIGH DUNLAP CO-SECRETARY 0.50 X X 0 0 0 STEVE SAVELL CHAIRPERSON 0.50 X X 0 0 0 BILL TAPP CO-SECRETARY 0.50 X X 0 0 0 LESLYE HARTSELL DIRECTOR 0.50 X 0 0 0 NICOLE LATTIMORE DIRECTOR 0.50 X 0 0 0 ELI AKERS DIRECTOR 0.50 X 0 0 0 CAROLYN NEIL DIRECTOR 0.50 X 0 0 0 WILLIAM ROTHERMEL TREASURER 0.50 X X 0 0 0 AD BAXTER DIRECTOR 0.50 X 0 0 0 ADAM SURSA DIRECTOR 0.50 X 0 0 0 DERRICK K BYRD DIRECTOR 0.50 X 0 0 0 JARROD DYLAN DAMERON DIRECTOR 0.50 X 0 0 0 ROBERT LOGGINS DIRECTOR 0.50 X 0 0 0 TIM HOWELL CHIEF EXECUTIVE OFFICER 40.00 X 97264 0 7715 ADA SHANNON CHIEF FINANCIAL OFFICER 40.00 X 70302 0 1406 167566 0 9121 0 0 0 0 0 230069 65341 45550 263246 604206 OPTIONS COMMUNITY LIVI 624100 1360124 1360124 VETERANS AFFAIRS 624100 1346552 1346552 CLIENT FEES 624100 769407 769407 NATIONAL FAMILY CAREGI 624100 495519 495519 TITLE III 624100 234919 234919 22313 22313 4228834 33227 33227 20676 65341 40447 -19771 -19771 LOSS ON DISCOUNTINUED 561439 -212156 -212156 -212156 4634340 4016678 0 13456 156267 85965 70302 3809442 3135048 607568 66826 201368 186889 14479 305550 247318 58232 85983 85983 67096 15843 51253 234589 134487 100102 2161 25 2136 55793 55793 51441 51441 146647 139505 7142 TRANSPORTATION 214942 214759 183 ASSISTED LIVING FOOD & 105621 105621 SUPPLIES 47348 47348 MAINTENANCE 45344 15381 29963 180183 147489 28656 4038 5709775 4582912 1055999 70864 160712 1214187 8601 10725 375408 418382 5742 49131 830212 451906 406945 378306 164875 179983 4350000 369986 5472283 2620700 715183 682187 2153307 369986 35574 41080 2904064 1093253 X 2394743 1336739 173476 190708 2568219 1527447 5472283 2620700 -1075435 16272 17808 583 0 X X 0 1 X 1 0 X 563880 636290 2043800 570606 604206 4418782 563880 636290 2043800 570606 604206 4418782 4418782 4320 3437 4606 4202 33227 49792 4468574 27358743 0.98890 0.99540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164875 3120 19993 6648 1357 179983 194366 2962 -23000 7891 1562 164875 152246 342 43086 1308 194366 129786 13710 9799 1049 152246 116805 8756 5181 956 129786 0 0 8500 8500 379822 124467 255355 189089 137740 51349 252801 189699 63102 378306 ENDOWMENT INVESTMENTS 179983 C 179983 RIGHT OF USE ASSET 369986 369986 CLIENT DEPOSITS 41080 41080 X 4709450 16272 17808 40447 74527 4634923 -583 -583 4634340 5750222 40447 40447 5709775 0 5709775 PART X, LINE 2: AN UNCERTAIN TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE LIKELY THAN NOT TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. AS OF JUNE 30, 2023, THE ORGANIZATION HAS ACCRUED NO INTEREST AND NO PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION FILES A U.S. FEDERAL NONPROFIT TAX RETURN ANNUALLY. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE INTERNAL REVENUE SERVICE, BUT NO AUDITS ARE ONGOING AT THIS TIME. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 40,447. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER IMMATERIAL VARIANCE -583. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 40,447. PART V ENDOWMENT FUNDS, LINE 4 THE BOARD ESTABLISHED AN ENDOWMENT FUND TO EXIST IN PERPETUITY TO SUPPORT PROGRAMS, CLIENTS AND RESIDENTS OF THE ORGANIZATION. KNOX AWARD LUNCHEON 55350 47285 8065 25902 AGELESS HALL OF FAME 16799 10799 6000 8594 2 10680 5689 4991 9062 82829 63773 19056 43558 43558 -24502 SENIOR CITIZENS HOME ASSISTANCE SERVICE, LLC (26-3260085) 2022-11-07 4350000 MARKET VALUE SUMMIT CAPITAL VENTURES LLC 7737 KINGSTON PIKE KNOXVILLE TN 37919 LLC 0 0 0 0 PART II, LINE 1 IN 2022, THE ORGANIZATION ELECTED TO DISCONTINUE OPERATIONS FOR SCHAS, LLC AND SELL ALL OF THE CORRESPONDING ASSETS. SUBSEQUENT TO YEAR END, THE ORGANIZATION ENTERED INTO AN AGREEMENT TO SELL THE BUILDING USED FOR OPERATIONS AND THE RELATED ASSETS FOR $4,350,000 WHICH RESULTED IN A LOSS OF $1,084,662 RECOGNIZED AS OF JUNE 30, 2022. ADDITIONAL LOSS ON DISPOSAL OF $174,646 WAS RECOGNIZED DURING THE YEAR ENDED JUNE 30, 2023 FOR COST TO DISPOSE OF THE ASSETS ABOVE THE ORIGINAL ESTIMATE. THE RESULTS OF OPERATIONS AND LOSS ON THE DISPOSAL OF OPERATIONS HAVE BEEN REPORTED AS DISCONTINUED OPERATIONS WITHIN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS APPROVED BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION INVESTIGATES COMPLAINTS WHEN RECEIVED. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED BY A COMPENSATION COMMITTEE MADE UP OF INDEPENDENT BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. SENIOR CITIZENS HOME ASSISTANCE SERVICE LLC 215 BEARDEN PLACE KNOXVILLE TN 37917 263260085 OPERATES A 48 UNIT ASSISTED LIVING FACILITY TN -212156 0 SCHAS CLAIBORNE LLC 215 BEARDEN PLACE KNOXVILLE TN 37917 813250378 OPERATES A 9 UNIT APARTMENT INDEPENDENT LIVING FACILITY. TN 3774 239017